See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,454 | $107,452-8.4% | $91,541+7.6% | $142,382-30.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.04% | 22.06%-8.0pp | 20.50%-6.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,504 | $2,994-49.8% | $2,505-40.0% | $4,299-65.0% |
| Participant deferral / active EE | $12,210 | $4,754+156.8% | $4,008+204.6% | $6,507+87.6% |
| Admin fee / account holder | $14,999 | $8,834+69.8% | $6,956+115.6% | $12,624+18.8% |